What is Octagon MCP Server

Octagon MCP is an AI-powered market data server that integrates with the Octagon Market Intelligence API, providing detailed research and analysis tools for financial data from both public and private markets. It allows users to analyze SEC filings, earnings call transcripts, financial metrics, and extensive transaction data effectively.

Use cases

Octagon MCP can be utilized for a variety of investment research needs, such as analyzing quarterly earnings, extracting financial metrics from public filings, investigating private company funding history, or gathering insights from M&A transactions. It serves analysts, investors, and researchers seeking comprehensive market intelligence.

How to use

To use Octagon MCP, users need to sign up for a free account to obtain an API key. They can then configure the server in applications like Claude Desktop, Cursor, or Windsurf by editing the appropriate configuration files to include the API key. Users interact with Octagon MCP by submitting natural language queries to retrieve financial insights and data.

Key features

Key features of Octagon MCP include specialized AI agents for public and private market data, including SEC filings, earnings call transcripts, financial metrics, stock market data, private company research, and comprehensive deep research capabilities. It also supports web scraping and provides tools for accessing a vast repository of financial transactions.

Where to use

Octagon MCP can be used in various applications that support MCP servers, such as Claude Desktop, Cursor, and Windsurf, allowing flexible access to market data analysis tools. It’s ideal for financial analysts, portfolio managers, and researchers who need detailed insights from a wide range of financial documents and data sources.

Octagon: MCP for Market Data

The Octagon MCP server provides specialized AI-powered financial research and analysis by integrating with the Octagon Market Intelligence API, enabling users to easily analyze and extract detailed insights from public filings, earnings call transcripts, financial metrics, stock market data, and extensive private market transactions within Claude Desktop and other popular MCP clients.

Features

✅ Specialized AI agents for public market data

• SEC filings analysis and data extraction (8000+ public companies 10-K, 10-Q, 8-K, 20-F, S-1)
• Earnings call transcript analysis (10 yrs of historical and current)
• Financial metrics and ratios analysis (10 yrs of historical and current)
• Stock market data access (over 10,000 active tickers, daily historical and current)
• Cryptocurrency market data and analysis (comprehensive crypto listings, historical prices, real-time quotes)

✅ Specialized AI agents for private market data

• Private company research (3M+ companies)
• Funding rounds and venture capital research (500k+ deals)
• M&A and IPO transaction research (2M+ deals)
• Debt transactions research (1M+ deals)

✅ Specialized AI agents for deep research

• Web scraping capabilities (json, csv, python scripts)
• Comprehensive deep research tools

Get Your Octagon API Key

To use Octagon MCP, you need to:

1. Sign up for a free account at Octagon
2. After logging in, from left menu, navigate to API Keys
3. Generate a new API key
4. Use this API key in your configuration as the OCTAGON_API_KEY value

Prerequisites

Before installing or running Octagon MCP, you need to have npx (which comes with Node.js and npm) installed on your system.

Mac (macOS)

1. Install Homebrew (if you don’t have it):

   /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
   

2. Install Node.js (includes npm and npx):

   brew install node
   

   This will install the latest version of Node.js, npm, and npx.

3. Verify installation:

   node -v
   npm -v
   npx -v
   

Windows

1. Download the Node.js installer:
   • Go to https://nodejs.org/ and download the LTS version for Windows.
2. Run the installer and follow the prompts. This will install Node.js, npm, and npx.
3. Verify installation:
   Open Command Prompt and run:

   node -v
   npm -v
   npx -v
   

If you see version numbers for all three, you are ready to proceed with the installation steps below.

Installation

Running on Claude Desktop

To configure Octagon MCP for Claude Desktop:

1. Open Claude Desktop
2. Go to Settings > Developer > Edit Config
3. Add the following to your claude_desktop_config.json (Replace your-octagon-api-key with your Octagon API key):

{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": [
        "-y",
        "octagon-mcp@latest"
      ],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

4. Restart Claude for the changes to take effect

Running on Cursor

Configuring Cursor Desktop 🖥️
Note: Requires Cursor version 0.45.6+

To configure Octagon MCP in Cursor:

1. Open Cursor Settings
2. Go to Features > MCP Servers
3. Click “+ Add New MCP Server”
4. Enter the following:
   • Name: “octagon-mcp” (or your preferred name)
   • Type: “command”
   • Command: env OCTAGON_API_KEY=your-octagon-api-key npx -y octagon-mcp

If you are using Windows and are running into issues, try cmd /c "set OCTAGON_API_KEY=your-octagon-api-key && npx -y octagon-mcp"

Replace your-octagon-api-key with your Octagon API key.

After adding, refresh the MCP server list to see the new tools. The Composer Agent will automatically use Octagon MCP when appropriate, but you can explicitly request it by describing your investment research needs. Access the Composer via Command+L (Mac), select “Agent” next to the submit button, and enter your query.

Running on Windsurf

Add this to your ./codeium/windsurf/model_config.json:

{
  "mcpServers": {
    "octagon-mcp-server": {
      "command": "npx",
      "args": [
        "-y",
        "octagon-mcp@latest"
      ],
      "env": {
        "OCTAGON_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

Running with npx

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

Manual Installation

npm install -g octagon-mcp

Documentation

For comprehensive documentation on using Octagon agents, please visit our official documentation at:
https://docs.octagonagents.com

The documentation includes:

• Detailed API references
• Agent-specific query guidelines
• Examples and use cases
• Best practices for investment research

Available Tools

Each tool uses a single prompt parameter that accepts a natural language query. Include all relevant details in your prompt.

Comprehensive Market Intelligence

octagon-agent

Orchestrates all agents for comprehensive market intelligence analysis. Combines insights from SEC filings, earnings calls, financial metrics, stock data, institutional holdings, private company research, funding analysis, M&A transactions, investor intelligence, and debt analysis.

Example queries:

Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY
Analyze the latest 10-K filing for AAPL and extract key financial metrics and risk factors
Retrieve the daily closing prices for AAPL over the last 30 days
Analyze AAPL's latest earnings call transcript and extract key insights about future guidance
Provide a comprehensive overview of Stripe, including its business model and key metrics
Retrieve the funding history for Stripe, including all rounds and investors
List all M&A transactions involving Stripe in the last 2 years
Provide a detailed profile of Sequoia Capital's investment strategy and portfolio
Analyze Stripe's debt financing history and current debt structure
Retrieve the most recent Form 13F and related filings submitted by institutional investors

Public Market Intelligence

octagon-sec-agent

Extract information from SEC filings.

Example:

What was Apple's gross margin percentage from their latest 10-Q filing?

octagon-transcripts-agent

Analyze earnings call transcripts.

Example:

What did NVIDIA's CEO say about AI chip demand in their latest earnings call?

octagon-financials-agent

Retrieve financial metrics and ratios. (Now also supports analysts’ financial estimates.)

Example:

Calculate the price-to-earnings ratio for Tesla over the last 4 quarters

octagon-stock-data-agent

Access stock market data.

Example:

How has Apple's stock performed compared to the S&P 500 over the last 6 months?

octagon-holdings-agent

Analyze institutional ownership, Form 13F filings, and fund holdings data.

Capabilities:

• Retrieve the latest Form 13F and related institutional ownership filings
• Analyze institutional holder filings for specific securities and periods
• Summarize performance of institutional holders (funds, asset managers)
• Break down institutional portfolios by industry/sector
• Summarize institutional positions for a given security
• Benchmark industry performance based on institutional holdings

Example queries:

@octagon-holdings-agent Retrieve the most recent Form 13F and related filings submitted by institutional investors, limited to 50 records on page 0.
@octagon-holdings-agent Retrieve analytics for institutional holder filings for AAPL in Q2 of 2023, limited to 20 records on page 0.
@octagon-holdings-agent Get a summary of the performance of the institutional holder with CIK 0001166559.
@octagon-holdings-agent Retrieve the industry breakdown for the holder with CIK 0001067983 for Q4 of 2024.
@octagon-holdings-agent Get a summary of institutional positions for AAPL for Q4 of 2024.
@octagon-holdings-agent Get a financial performance summary for all industries for Q4 of 2024.

octagon-crypto-agent

Analyze cryptocurrency market data and trends.

Capabilities:

• Retrieve comprehensive cryptocurrency listings from global exchanges
• Access historical price data and end-of-day charts
• Get real-time quotes and live price snapshots
• Search cryptocurrency news articles
• Analyze crypto market trends

Example queries:

Get a comprehensive list of all cryptocurrencies traded on global exchanges
Retrieve historical end-of-day price data for BTCUSD from 2020-01-01 to 2024-12-31
Retrieve the real-time quote for ETHUSD
Retrieve a short live price snapshot for many cryptocurrencies
Search news articles for BTCUSD, ETHUSD from 2025-01-01 to 2025-06-13, limited to 20 results on page 0

Private Market Intelligence

octagon-companies-agent

Research private company information.

Example:

What is the employee count and funding history for Anthropic?

octagon-funding-agent

Research startup funding rounds and venture capital.

Example:

What was OpenAI's latest funding round size, valuation, and key investors?

octagon-deals-agent

Research M&A and IPO transactions.

Example:

What was the acquisition price when Microsoft acquired GitHub?

octagon-investors-agent

A specialized database agent for looking up information on investors.

Example:

What is the latest investment criteria of Insight Partners?

octagon-debts-agent

A specialized database agent for analyzing private debts, borrowers, and lenders.

Example:

List all the debt activities from borrower American Tower

Additional Tools

octagon-scraper-agent

Extract data from any public website.

Example:

Extract property prices and square footage data from zillow.com/san-francisco-ca/

octagon-deep-research-agent

Perform comprehensive research on any topic.

Example:

Research the financial impact of Apple's privacy changes on digital advertising companies' revenue and margins

Example Queries

1. “What were Amazon’s revenue and net income figures in Q4 2023?”
2. “Analyze Tesla’s R&D spending trends over the last 3 years.”
3. “What guidance did NVIDIA’s CEO provide regarding AI chip demand in their latest earnings call?”
4. “Compare the price-to-earnings, price-to-sales, and EV/EBITDA ratios for the top 5 semiconductor companies.”
5. “What was Anthropic’s latest funding round size, valuation, and key investors?”
6. “Extract all data fields from zillow.com/san-francisco-ca/”
7. “Research the financial impact of Apple’s privacy changes on digital advertising companies’ revenue and margins”
8. “Compile all the debt activities from lender ING Group in Q4 2024”
9. “How many investments did Andreessen Horowitz make in AI startups in the last 12 months?”
10. “Retrieve historical Bitcoin price data from 2023 and analyze the price volatility trends”

Troubleshooting

1. API Key Issues: Ensure your Octagon API key is correctly set in the environment or config file.
2. Connection Issues: Make sure the connectivity to the Octagon API is working properly.
3. Rate Limiting: If you encounter rate limiting errors, reduce the frequency of your requests.

Installation

Running with npx

env OCTAGON_API_KEY=your_octagon_api_key npx -y octagon-mcp

Manual Installation

npm install -g octagon-mcp

License

MIT

Individual Specialized MCP Servers

While this server provides comprehensive market intelligence combining all our specialized agents, you can also use our individual MCP servers for specific use cases:

Public Market Data Servers

• Octagon SEC Filings MCP - Dedicated server for SEC filings analysis
• Octagon Earnings Transcripts MCP - Specialized for earnings call transcript analysis
• Octagon Stock Market Data MCP - Focused on stock market data access
• Octagon Financial Statements MCP - Financial metrics and ratios analysis
• Octagon 13F Holdings MCP - Institutional ownership and Form 13F filings

Private Market Data Servers

• Octagon Private Companies MCP - Private company research and intelligence
• Octagon Investors MCP - Investor profiles and investment strategies
• Octagon Funding Data MCP - Startup funding rounds and venture capital data

Research Tools

• Octagon Deep Research MCP - Comprehensive research and web scraping capabilities

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